2020 Annual Market Review The year 2020 will go down as one of the most challenging years in recent memory. A global pandemic followed by economic, political, and social unrest left many people...

Third Quarter 2020 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with an overview, then features the returns of stock...

Summer is behind us and many are preparing for additional months of in-home education as schools remain predominantly closed.  While Labor Day likely felt different than in past years, our ability as a...

Fourth Quarter 2019 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with an overview, then features the returns of stock...

Third Quarter 2019 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...

Second Quarter 2019 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...

First Quarter 2019 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalize...

Annual Market Review 2018 The attached report features world capital market performance and a timeline of events for the past year. It begins with a global overview, then features the returns of stock...

There is no question the holidays are a stressful and harried time of year.   We surround ourselves with the spirit of the season and strive (sometimes even unrealistically) to celebrate to the fullest...